Understanding Punch List Views

Discover the three different ways you can view Punch Lists in ConstructionOnline™

Within the industry's leading construction management software, construction companies are provided with cutting-edge project tracking solutions both at the project and company level. Part of ConstructionOnline's project tracking software at the project level includes the ability to create construction punch lists that can be shared & saved in real-time within one secure, cloud-based location. 

To enhance the creation and management of punch lists, ConstructionOnline™ Users are provided with three Punch List views that present task list information on different cutting-edge interfaces. 

With flexible options for accessing and displaying construction punch list information, ConstructionOnline™ Users can choose to view their key project documentation in whatever way best serves their project management processes. 

PUNCH LISTS VIEW

The Punch Lists view is the most comprehensive view of your ConstructionOnline™ Punch Lists. This view presents all punch lists—organized within their respective Folders & Sub-Folders if applicable—to be drilled into for easy management. The Punch Lists view is recommended for the day-to-day management of your project's task lists including accessing, creating, organizing, managing, and sharing Punch Lists and their respective Items & Item Issues. Some distinctions related to the Punch Lists view are: 

• The Punch Lists view is the only view in which - 
  • Folders can be created and managed 
  • New Punch Lists can be created, imported, edited, and/or duplicated
  • Punch Lists can be signed, printed, exported, and/or shared 
• Within the Punch Lists view, six filter options are available to refine Punch List Items, making it easy for you and your team to search for the information you need
  
  

ITEM ISSUES VIEW

The Item Issues view populates Item Issues on a single webpage depending on which Punch List(s) are open within the Punch Lists view. For example, if no Folders or Punch Lists are open, the Item Issues view will display all of a Project's Item Issues. If a Folder with three different Punch Lists is open within the Punch Lists view, the Item Issues within those three lists will appear within the Item Issues view. If a single Punch List is open within the Punch List view, only the Item Issues within that list will appear within the Item Issues view. The Item Issues view is recommended if you are looking to specifically view & edit your Punch List Item Issues. Some distinctions related to the Item Issues view are: 

• Item Issues appear in order of creation
• For easy reference, above each Item Issue appears its parent Punch List and Item  in the following format: Punch List Name > Item
• Item Issues can be edited, marked as "Complete", and/or deleted within this view 
• Within the Item Issues view, Item Issues can be refined using six different filter options, making it easy for you and your team to search for the information you need
  
  

PHOTOSTREAM

Similar to the Photostream available within Project Photos, the Photostream view within Punch Lists allows you to view the Photos that have been added as Attachments to Punch List Items. The Photos appear within the Photostream by the date they were uploaded, with the most recent upload at the top. The Photostream View is recommended if you are looking to specifically view and/or edit the Photos uploaded to your Punch Lists. Some tips & tricks related to the Photostream View are: 

• Photos can be filtered by DATE RANGE and/or CONTACTS: 
  • DATE RANGE: ConstructionOnline™ filters the Punch List Photostream Date Range to include Photos taken within the "Last 30 Days" by default.
    • To select a specific date range you can either click into the Date Logged field and: 
      1. Select one of the predefined Date Ranges from the Date Range dropdown menu. 
         
         
         
         1. Please Note: Selecting a Date Range will automatically populate the respective dates within the Start Date & End Date fields.
      2. OR Choose the "Custom" option from the Date Range dropdown menu and select a custom date range by either typing the desired dates into the Start Date and End Date fields or selecting the desired dates from the calendars below.
         
         
         
         1. Please Note: Dates selected from the calendars will automatically populate to the Start Date and End Date fields. 
  • • Finalize your Date Range by clicking the blue "Apply" button. 
  • CONTACTS: ConstructionOnline™ filters the Punch List Photostream Contacts to include "All Contacts" by default, but you can also filter Punch List Photos to ones uploaded by "Me" or the Current User. 
• Users can select the size that the images will appear in on the Photostream. Options include: 
  • Small (100px x 100px) 
  • Medium (175px x 175px) 
  • Large (250px x 250px)
• Users have the same Photo Editing capabilities within the Punch List Photostream that they do within the Project Photos Photostream. 

Need more flexibility when viewing and managing your Punch Lists? ConstructionOnline™ provides two convenient tools within its punch list software that you can use to streamline accessing the task list information you need:

FULL-SCREEN MODE

Full-Screen Mode gives you more visibility to the current Punch Lists view by temporarily collapsing surrounding account navigational features such as the ConstructionOnline™ Left Sidebar, the Company Overview Feature Tabs, & the Project Tracking Categories Menu. Use the following steps to easily enter and exit Full Screen mode within Punch Lists: 

• From any Punch Lists view, select the Enter Full Screen Icon  in the top righthand corner of the Punch Lists pane.
  • The Punch Lists view will automatically enter Full Screen Mode for larger access to your lists.
• To exit Full Screen mode, click the Exit Full Screen Icon. 

Full Screen Mode is available within all three Punch Lists views and is user-specific which means entering & exiting Full-Screen Mode are unique to the user choosing their screen view.

SEARCH 

Seen throughout many of ConstructionOnline's features, a search bar is located at top of the Punch Lists pane next to the Punch List view options. Type the information you are looking for into the search bar, and ConstructionOnline™ will generate Search Results fitting your inquiry. 

Users can search for information at any Punch List level—from Folders to Item Issues. 

 

ADDITIONAL INFORMATION 

• Permissions: ConstructionOnline™ Company Users with Punch List permissions set to "Can View" or "Can Create, Edit, & Delete" can view Punch Lists from all three views. 
  • ClientLink™ and TeamLink™ Users with Punch List permissions enabled can view Punch Lists from all three views. 
• Mobile App: Punch Lists are presented within the CO™ Mobile App in the Punch List view type.
  • More information about the management of construction punch lists from the Mobile App can be found here. 

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding Punch Lists can be found in the FAQ: Punch Lists article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.